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Avalara Help Center

View and Download Exemption Certificates

View exemption certificateHoverTT.png details such as the exemption certificate number. Download exemption certificates to save a copy for your records.

View the status of an exemption certificate request

  1. In Microsoft Dynamics GP, go to Cards > Sales > Customer.
  2. On the Customer Maintenance screen, click Address.
  3. On the Customer Address Maintenance screen, go to Additional > ​Retrieve Certificate(s) Status.
  4. On the AvaTax Exemption Certificate Status screen, view the list of exemption certificates and their request status, and then click OK. There are three possible statuses in Request Stage:
    • REQUESTINITIATED - You sent an email, fax, or letter requesting an exemption certificate to the customer.
    • CUSTOMERRESPONDED - The customer received an exemption certificate request and has responded to it by entering the wizard, but hasn’t yet sent the completed certificate. 
    • CERTIFICATERECEIVED - You've received the completed exemption certificate and it's ready to be retrieved.

Retrieve an exemption certificate

  1. In Microsoft Dynamics GP, go to Cards > Sales > Customer.
  2. On the Customer Maintenance screen, click Address.
  3. On the Customer Address Maintenance screen, go to Additional > Retrieve Certificate(s).
  4. On the AvaTax Exemption Certificate Retrieve screen, to download the certificate, choose to download the exemption certificate as a .png or .pdf file, and then follow the steps on your computer for downloading a document. Click Close.
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